Wall Street's cheering [Snowflake's 22% pop](https://www.marketwatch.com/story/shares-in-snowflake-are-surging-heres-what-wall-street-analysts-are-saying-0b6343c0?mod=mw_rss_topstories) on "AI coding momentum" while (https://www.marketwatch.com/story/broadcom-stock-fall-as-investors-weigh-guidance-heres-what-wall-street-analysts-are-saying-9048c0e6?mod=mw_rss_topstories) on the same thesis.

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